The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Perfect. Mark, I wanted to maybe follow up on that last one on M&A. I'm curious how you're thinking of -- it seems like there's a couple of avenues
available to you, some that you laid out. But do you view M&A as a way to double down on the areas that you have that are maybe early like CTV
and Social?
Or is there an opportunity for you to actually expand into new areas that are still very nascent, maybe like gaming and audio or are those latter 2
-- maybe that market hasn't developed. I'm just curious how you think about M&A across those 2 axis, so to speak.
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Got it. Got it. That's very helpful. And then one more. I think a lot of your prepared remarks and given the Analyst Day, it seemed like the solution,
the platform has expanded so much and now you're adding a lot more value for customers, right, you're going into activation as opposed to just
measurement, you're doing that with ABS. You're doing that without Authentic Attention. You think that with the CTV investments you're making.
Maybe help us think through how you're approaching pricing power with your customers, right? As you drive more ROI for them, how do you think
your pricing evolves longer term, maybe not what you're going to do tomorrow or the next quarter, but how do you view the value you're adding
as a way for you to capture some of that value longer term? And what role maybe pricing plays in discussions with your customers today?
Question: Stephen MacLeod - BMO Capital Markets Equity Research - Analyst
: This is Stephen coming on for Dan. Yes, it was good to see that strong NRR number that you gave out. And I know it's still early innings and given
some good commentary around your cross/upsell motions and even customer outcomes from these.
But I was just seeing if you can provide any specific color around, let's say, adoption rates, attach rates, specifically around OpenSlate pre-campaign
solution or attention, or if you can just provide any other metric that can help us quantify demand right now.
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